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William Goodwin

William Goodwin of William Stuart James Goodwin is based in Bangor. William has up to 16 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
CPD20 - Advising or arranging regulated mortgage contracts
CPD21 - Advising or arranging equity release transactions
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
CPD7 - Personal recommendation on long-term care insurance
SMF16 Compliance Oversight
Sole trader dealing with clients for which they require qualification

Previous Employment:
Quilter Financial Services Ltd03/01/2012 to 02/05/2021
Stuart Goodwin03/01/2012 to 31/12/2020
RLUM Limited26/09/2007 to 29/10/2011
RL Marketing (CIS) Limited26/09/2007 to 29/10/2011
Royal London (CIS) Limited26/09/2007 to 29/10/2011
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